LRIA
Leonard Rickey Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
1,485
-15
| -1% | -$2.15K | 0.04% | 110 |
|
|
2025
Q1 | $203K | Sell |
1,500
-14
| -0.9% | -$1.89K | 0.04% | 106 |
|
|
2024
Q4 | $219K | Sell |
1,514
-22
| -1% | -$3.19K | 0.05% | 100 |
|
|
2024
Q3 | $226K | Sell |
1,536
-1,064
| -41% | -$157K | 0.05% | 103 |
|
|
2024
Q2 | $407K | Sell |
2,600
-4
| -0.2% | -$626 | 0.1% | 63 |
|
|
2024
Q1 | $411K | Buy |
2,604
+82
| +3% | +$12.9K | 0.11% | 56 |
|
|
2023
Q4 | $376K | Buy |
2,522
+38
| +2% | +$5.67K | 0.11% | 55 |
|
|
2023
Q3 | $419K | Buy |
2,484
+770
| +45% | +$130K | 0.14% | 53 |
|
|
2023
Q2 | $270K | Buy |
+1,714
| New | +$270K | 0.1% | 59 |
|